1IA

1834 Investment Advisors Portfolio holdings

AUM $815M
1-Year Est. Return 12.59%
This Quarter Est. Return
1 Year Est. Return
+12.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$657M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$5.62M
3
+$5.39M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$4.58M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$3.83M

Top Sells

1
+$7.62M
2
+$7.2M
3
+$6.02M
4
IP icon
International Paper
IP
+$5.42M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$4.14M

Sector Composition

1 Technology 8.11%
2 Industrials 7.67%
3 Financials 5.75%
4 Healthcare 5.75%
5 Consumer Staples 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$35K 0.01%
300
302
$35K 0.01%
600
303
$34K 0.01%
648
304
$33K 0.01%
350
-400
305
$33K 0.01%
307
306
$32K ﹤0.01%
425
307
$32K ﹤0.01%
932
308
$32K ﹤0.01%
221
+1
309
$31K ﹤0.01%
672
-700
310
$30K ﹤0.01%
125
311
$30K ﹤0.01%
1,965
312
$29K ﹤0.01%
920
313
$29K ﹤0.01%
960
314
$27K ﹤0.01%
520
315
$27K ﹤0.01%
+2,406
316
$26K ﹤0.01%
614
-9,652
317
$25K ﹤0.01%
350
318
– –
0
319
$24K ﹤0.01%
231
320
$23K ﹤0.01%
507
321
$22K ﹤0.01%
+1,665
322
$22K ﹤0.01%
+630
323
$22K ﹤0.01%
209
+103
324
$21K ﹤0.01%
49
325
$20K ﹤0.01%
400
11 12
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